• Serve as lead tax advisor for a portfolio of HNWI clients with international exposure. • Deliver customized planning for pre-immigration, expatriation, foreign trusts, inbound investments, and global estate structures. • Review complex U.S. tax filings and international information returns (e.g., Forms 3520/A, 5471, 8865, 8858, 8621, 8938, 1041, etc.). • Provide tax risk management and ensure quality standards on client work. • Supervise and mentor senior managers and other staff across locations. • Support the firm’s training, development, and retention strategy for PCS professionals. • Cultivate relationships with attorneys, private banks, wealth advisors, and other key intermediaries. • Contribute to thought leadership and external visibility through events, whitepapers, or webinars.

• Manage client communications via phone and email. • Follow up on outstanding documents and requests. • Provide updates on tax return status and workflow progress. • Coordinate appointments and scheduling. • Route technical tax questions to the appropriate team members. • Contact the IRS and Franchise Tax Board regarding notices and correspondence. • Pull tax transcripts and maintain detailed records. • Request penalty abatements and assist with administrative tax resolutions. • Research balances, payments, filing history, and notices. • Follow up on unresolved client matters. • Assist with LLC formations and business registrations. • Coordinate Secretary of State filings and Statements of Information. • Support S-Corporation election filings. • Track compliance deadlines and annual filing requirements. • Coordinate quarterly estimated tax payment schedules. • Maintain internal tracking systems and spreadsheets. • Support tax return workflow management and delivery. • Keep client records accurate and up to date. • Serve as a liaison between clients and internal departments.

Role Description The Senior Specialist, Tax is responsible for independently executing complex tax compliance, provision, and advisory activities across the organization. This role applies deep technical knowledge to ensure accurate filings, strong documentation, and effective application of tax policies across multiple jurisdictions. The Senior Specialist supports business transactions, evaluates tax implications of complex activities, and serves as a key technical resource within the tax function, operating with minimal supervision and exercising sound professional judgment. Qualifications - Strong technical knowledge of corporate, indirect, international and property tax. - Experience within the Data Center, real estate or infrastructure industries an advantage. - Solid understanding of accounting standards (IFRS/local GAAP) and tax provisions. - High attention to detail with the ability to manage complex tax matters independently. - Experience working in global environments. - Strong analytical, research, and documentation skills. - Effective communicator with the ability to explain technical tax matters clearly. - Organized and capable of managing multiple priorities and deadlines. Requirements - Bachelor’s degree or equivalent in finance / accounting or related field preferred. - Registered with a professional body as Tax Practitioner. - 6–10 years of progressive experience in corporate tax, international tax, sales and use tax, property tax. - Experience with tax compliance, provisions, audits, and advisory work in multi-entity or multi-jurisdiction environments. - Demonstrated ability to handle complex tax matters with limited supervision. - Proficiency with tax and ERP systems (e.g., SAP, Oracle, OneSource, Vertex, Avalara) and advanced Excel skills. Benefits - Competitive compensation based on experience, education, and location. - Base salary for this position is $138,600.00 - $168,300.00. - Annual bonus eligibility based on individual and company performance. - Paid time-off, medical, dental, and vision benefits. - Life and supplemental insurance, short-term and long-term disability. - Flexible spending account and 401k retirement plan. - Monthly stipend for remote work expenses and personal mobile device use.

Role Description We are seeking a proactive and self-motivated Tax Technical Manager to join our Tax team. The Tax Technical Manager will lead internal processes, deliver technical expertise, and provide critical guidance and support to staff and leadership. This primarily internal-facing role requires: - A high level of detail orientation - The ability to manage and deliver staff feedback - A commitment to staying current with tax regulations and strategies As a technical leader, you will collaborate with Tax Relationship Managers, mentor staff, and ensure seamless processes while contributing as a subject matter expert on complex tax issues. Qualifications - CPA required - Bachelor's degree in Accounting or equivalent degree as determined by the management committee, required - Master's degree in Accounting or Taxation preferred - 6 to 9 years of experience in public accounting - Current and in-depth knowledge of relevant tax laws, rules, and regulations - Ability to analyze financial and tax data, tax research, and legal documents to provide guidance and recommendations - Proven experience in internal client and project management - Strong leadership, communication, and problem-solving skills - Ability to engage with clients and teams both professionally and confidently - Passion for supporting staff in technical skill development Requirements - Communicate with existing clients via email, telephone, and video calls and meetings - Actively manage existing client relationships - Assist Tax Relationship Managers with managing client relationships - Support revenue growth opportunities within existing client relationships - Communicate effectively with Tax Relationship Managers and staff on technical matters - Monitor key due dates and support internal processes as part of an "in-charge" role - Actively mentor and coach staff to foster professional growth - Deliver technical CPE (Continuing Professional Education) to develop internal expertise - Provide frequent feedback to staff and assist in internal process improvements - Represent the firm by participating in committees and contributing to internal initiatives - Serve as a resource for tax-related software and tools - Act as the firm's technical expert in specific areas, including a minimum of 15 hours/month dedicated to technical reading and skill development - Develop and implement tax strategies while problem-solving complex technical issues - Stay current with technical regulations and industry updates, sharing insights firm-wide Benefits - Competitive compensation - Comprehensive benefits package that supports overall well-being - Career development opportunities - Much more